Purchases and Sales Made in Q1 2022 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q1 2022. The information is specifically focused on institutions that hold shares of ENERGY SECTOR SPDR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-4.32K- 7.86% |
$247K - $340K
|
50.6K
$4.29M
|
|
May 16, 2022
Q1 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-4.33K- 3.95% |
$248K - $341K
|
105K
$8.9M
|
|
May 16, 2022
Q1 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-4.42K- 5.82% |
$253K - $348K
|
71.6K
$6.06M
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-4.45K- 25.68% |
$255K - $350K
|
12.9K
$1.09M
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-4.53K- 13.98% |
$259K - $357K
|
27.9K
$2.36M
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-4.56KClosed |
$261K - $359K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
SELL
|
- |
-4.68K- 19.52% |
$268K - $368K
|
19.3K
$1.63M
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-4.72K- 12.35% |
$270K - $372K
|
33.5K
$2.84M
|
|
May 11, 2022
Q1 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-4.76K- 20.54% |
$273K - $375K
|
18.4K
$1.56M
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-4.86K- 15.93% |
$278K - $383K
|
25.6K
$2.17M
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-4.91KClosed |
$281K - $386K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-5KClosed |
$286K - $394K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-5.04K- 36.39% |
$288K - $397K
|
8.8K
$745K
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.19K- 12.55% |
$297K - $408K
|
36.2K
$3.06M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-5.26KClosed |
$301K - $414K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Credit Agricole S A
|
SELL
|
- |
-5.49K- 6.23% |
$314K - $432K
|
82.6K
$6.99M
|
|
May 12, 2022
Q1 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-5.51K- 57.04% |
$315K - $434K
|
4.15K
$351K
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-5.54K- 66.7% |
$317K - $436K
|
2.77K
$234K
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
SELL
|
- |
-5.61K- 24.44% |
$321K - $442K
|
17.3K
$1.47M
|
|
May 16, 2022
Q1 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-5.74K- 44.04% |
$329K - $452K
|
7.3K
$618K
|
|
Apr 25, 2022
Q1 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-5.9K- 5.6% |
$337K - $464K
|
99.4K
$8.42M
|
|
Apr 21, 2022
Q1 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-5.97K- 91.48% |
$342K - $470K
|
556
$47.1K
|
|
Apr 29, 2022
Q1 2022
|
Welch Group, LLC
|
SELL
|
- |
-6.03K- 58.85% |
$345K - $475K
|
4.22K
$357K
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6.08K- 3.33% |
$348K - $479K
|
177K
$14.9M
|
|
May 16, 2022
Q1 2022
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-6.19K- 31.06% |
$354K - $488K
|
13.7K
$1.16M
|
|
May 16, 2022
Q1 2022
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-6.26K- 15.66% |
$358K - $493K
|
33.7K
$2.85M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.37K- 59.21% |
$364K - $501K
|
4.39K
$371K
|
|
May 04, 2022
Q1 2022
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-6.37KClosed |
$365K - $502K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-6.39K- 26.89% |
$366K - $503K
|
17.4K
$1.47M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.45K- 4.6% |
$369K - $508K
|
134K
$11.3M
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-6.48K- 35.37% |
$371K - $510K
|
11.8K
$1M
|
|
May 10, 2022
Q1 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-6.5KClosed |
$372K - $512K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-6.51K- 6.7% |
$372K - $512K
|
90.6K
$7.67M
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-6.55K- 48.92% |
$375K - $515K
|
6.84K
$579K
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-6.6K- 56.23% |
$378K - $520K
|
5.14K
$435K
|
|
May 17, 2022
Q1 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-6.72K- 8.07% |
$384K - $529K
|
76.5K
$6.47M
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-6.73K- 28.91% |
$385K - $530K
|
16.5K
$1.4M
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
SELL
|
- |
-6.76K- 36.03% |
$387K - $532K
|
12K
$1.02M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.8K- 10.48% |
$389K - $536K
|
58.1K
$4.92M
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.92K- 17.61% |
$396K - $545K
|
32.4K
$2.74M
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-7.43K- 9.77% |
$425K - $585K
|
68.6K
$5.81M
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-7.47K- 5.8% |
$427K - $588K
|
121K
$10.3M
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.5K- 20.26% |
$429K - $591K
|
29.5K
$2.5M
|
|
Apr 27, 2022
Q1 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-7.53KClosed |
$431K - $593K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-7.89K- 12.93% |
$451K - $621K
|
53.1K
$4.5M
|
|
May 16, 2022
Q1 2022
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-8.12K- 28.91% |
$465K - $640K
|
20K
$1.69M
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.16K- 30.41% |
$467K - $643K
|
18.7K
$1.58M
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-8.17K- 21.28% |
$467K - $643K
|
30.2K
$2.56M
|
|
May 06, 2022
Q1 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-8.18K- 12.77% |
$468K - $644K
|
55.9K
$4.73M
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-8.5K- 16.31% |
$486K - $669K
|
43.6K
$3.69M
|